Salesforce Integration

To be able to install the Managed Package, Quotes must be enabled on the org. Follow these steps to enable Quotes: navigate to Setup by clicking on the g...

make sure Install for Admins Only is selected click Install a window will open up asking you to Approve Third-Party Access the websites are Of...

After the Managed Package is deployed to your org follow these steps to complete the installation process: open Setup and type "Users" in the se...

open Setup and type "App Manager" in the search box click App Manager in the top right, click New Connected App enter "Ofca Integration&q...

open Setup and search for "Custom Metadata Types" click Custom Metadata Types click on Manage Records next to Ofca Integration Settin...

To be able to configure Quotes on Salesforce Opportunities using Ofca, you need to add the Ofca Quote button to the Opportunity Page Layout. open Setup an...

open Setup and click on Object Manager type "Quote" in the search box click Quote open the Fields & Relationships ...

open Setup and search for "Custom Settings" click Custom Settings click Manage next to Logger Configuration click N...

open Setup and type "OAuth and OpenID Connect Settings" in the search box click OAuth and OpenID Connect Settings in the newly opened...

Event Listener Registration To enable Product and Quote data synchronisation, an Event Listener must be registered at Ofca's Event Hub. click the App...

Whenever a product is created or updated in Ofca, an event is sent to Salesforce containing product data. Synced products are managed exclusively in ...

Whenever a Quote (created via the Ofca Quote button) is created or updated in Ofca, an event is sent to Salesforce containing quote data If a Quote, coming...

Each API call to and from Salesforce is logged as a custom Log__c record, storing information about the http method, status and payload sent. If data is not...

create a new or open an existing Opportunity to transfer your work into Ofca, click Ofca Quote in the top right corner of the Opportunity page layout ...